UTI Conservative Hybrid Fund vs LIC MF CONSERVATIVE HYBRID FUND compare
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹49 Cr | ₹49 Cr | ₹1690 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 02 Jun 2003 | 02 Jun 2003 | 16 Dec 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | % | 51% | 32% |
| Expense Ratio | 2.25 | 2.25 | 1.81 |
| Manager | Pratik Harish Shroff | Pratik Harish Shroff | Amit Kumar Premchandani |
| ISIN Code | INF767K01808 | INF767K01808 | INF789F01893 |
| Exits Load | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.1% | 1.1% | 1.14% |
| 6 Month | 2.46% | 2.46% | 2.58% |
| 1 Year | 4.78% | 4.78% | 5.81% |
| 3 Year | 6.58% | 6.58% | 9.82% |
| 5 Year | 6.31% | 6.31% | 10.45% |
SIP Return Analysis
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 0.01% | 0.01% | 0.16% |
| 1 Year | 2.88% | 2.88% | 4.44% |
| 3 Year | 5.76% | 5.76% | 8.5% |
| 5 Year | 5.65% | 5.65% | 8.73% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 7.45% | 7.45% | 9.76% |
| 3 Year | 6.81% | 6.81% | 9.39% |
| 5 Year | 6.76% | 6.76% | 9.45% |
Risk Management
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 3.38% | 3.38% | 3.79% |
| Sharp | -0.02% | -0.02% | 0.79% |
| Beta | 1.02% | 1.02% | 1.21% |
| Alpha | -2.57% | -2.57% | 0.02% |
Fund Managers
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Pratik Harish Shroff | Pratik Harish Shroff | Amit Kumar Premchandani |
| Total AUM | ₹2586 Cr | ₹2586 Cr | ₹13572 Cr |
| Funds Managed | 10 | 10 | 3 |
| LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 83.89 | 83.89 | 76.75 |
| Large Cap | 14.57 | 14.57 | 16.07 |
| Mid Cap | 1.54 | 1.54 | 3.64 |
| Small Cap | - | - | 3.54 |
Sector Allocation
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 82.03 | 82.03 | 76.24 |
| Energy | 2.82 | 2.82 | 1.34 |
| Technology | 2.62 | 2.62 | 2.41 |
| Consumer Defensive | 1.64 | 1.64 | 0.56 |
| Financial Services | 8.29 | 8.29 | 8.01 |
| Consumer Cyclical | 2.6 | 2.6 | 3.47 |
| Utilities | - | - | 0.62 |
| Basic Materials | - | - | 1.78 |
| Industrials | - | - | 1.48 |
| Healthcare | - | - | 1.96 |
| Communication Services | - | - | 1.73 |
| Real Estate | - | - | 0.41 |
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